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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,858 | $42,917+274.8% | $60,899+164.1% | $68,495+134.8% |
| Participation rate | 97.1% | 66.8%+30.3pp | 73.1%+24.0pp | 67.9%+29.2pp |
| Annual return | -14.86% | -13.99%-0.9pp | 16.92%-31.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $15,160 | $1,979+666.2% | $2,702+461.0% | $2,596+483.9% |
| Participant deferral / active EE | $5,240 | $2,867+82.8% | $3,817+37.3% | $4,028+30.1% |
| Admin fee / account holder | $6,421 | $3,102+107.0% | $3,225+99.1% | $5,403+18.8% |